GWANC
Guardian Wealth Advisors (North Carolina)’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.1K | Sell |
482
-411
| -46% | -$33.3K | ﹤0.01% | 413 |
|
|
2025
Q1 | $72.9K | Buy |
893
+420
| +89% | +$34.3K | 0.01% | 363 |
|
|
2024
Q4 | $37.2K | Sell |
473
-12
| -2% | -$943 | ﹤0.01% | 382 |
|
|
2024
Q3 | $40.2K | Hold |
485
| – | – | ﹤0.01% | 322 |
|
|
2024
Q2 | $37.1K | Sell |
485
-149
| -24% | -$11.4K | ﹤0.01% | 316 |
|
|
2024
Q1 | $48.4K | Sell |
634
-62
| -9% | -$4.74K | 0.01% | 322 |
|
|
2023
Q4 | $50.2K | Sell |
696
-36
| -5% | -$2.59K | 0.01% | 305 |
|
|
2023
Q3 | $50.4K | Sell |
732
-148
| -17% | -$10.2K | 0.01% | 292 |
|
|
2023
Q2 | $65.3K | Sell |
880
-248
| -22% | -$18.4K | 0.01% | 264 |
|
|
2023
Q1 | $84.3K | Buy |
1,128
+3
| +0.3% | +$224 | 0.01% | 241 |
|
|
2022
Q4 | $83.8K | Buy |
1,125
+3
| +0.3% | +$224 | 0.02% | 226 |
|
|
2022
Q3 | $75K | Buy |
1,122
+18
| +2% | +$1.2K | 0.01% | 220 |
|
|
2022
Q2 | $80K | Buy |
1,104
+622
| +129% | +$45.1K | 0.01% | 212 |
|
|
2022
Q1 | $37K | Buy |
482
+49
| +11% | +$3.76K | 0.02% | 196 |
|
|
2021
Q4 | $33K | Buy |
+433
| New | +$33K | 0.01% | 185 |
|